+103.3%
RIOT vs USAR
+73.6%
+29.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +2.1% |
| 7D | +25.1% | +2.3% | +22.8% | +24.8% |
| 30D | +8.5% | -8.6% | +17.1% | +9.4% |
| 3M | -13.4% | -20.5% | +7.1% | -11.6% |
| 6M | +57.1% | +1.2% | +55.9% | +56.6% |
| YTD | +75.7% | +48.4% | +27.3% | +72.3% |
| 1Y | +65.6% | +30.6% | +35.0% | +66.3% |
| 3Y | +103.3% | +73.6% | +29.6% | +85.5% |
| All | +103.3% | +73.6% | +29.6% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded USAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling